Administrative Associate

Responsibilities include taking client phone calls, preparing files for client meetings and completing forms and applications. The ideal candidate will have the following skills and experience:

• Experience and/or education in the financial industry is an asset (Bachelor of Commerce, Life Insurance and Mutual Fund Licensed an asset)
• Excellent written and oral communication skills
• Effective telephone techniques and calendar scheduling
• Ability to prioritize multiple tasks; ability to plan and organize work; meet deadlines
• Proficiency in math is an asset
• Able to work in a fast paced environment
• Ability to learn multiple forms, documents and procedures
• Proficient in using Outlook, Microsoft Word and Excel
• Highly organized
• Detail oriented
• Client service oriented

The ability to travel among our five office locations may be required. Administrative Associates may be required to work out of different locations from time to time.